IEI — ISHARES TR

Ownership history in Forefront Analytics, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, LLC reported a position in ISHARES TR (IEI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.53% (2019 Q2)
Avg. % of fund
1.46%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,740 -164 -3.3% 0.50% $566K $118.66
2025 Q3 ADDED 4,904 +3,053 +164.9% 0.56% $586K $117.40
2025 Q1 REDUCED 1,851 -21,876 -92.2% 0.25% $219K $114.04
2024 Q4 ADDED 23,727 +12,961 +120.4% 1.28% $2.7M $110.93
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEI price (monthly, adj. close)

Other funds also holding IEI

As of 2025 Q4 — sorted by position size

Hoese & Co LLP 3Y 18.84% Tanglewood Wealth Management, Inc. 3Y 7Y 16.2% Clarity Financial LLC 3Y 14.99% Spartan Planning & Wealth Management 3Y 11.98% Strategic Point Investment Advisors, LLC 3Y 7Y 10.15% DDFG, Inc 3Y 9.33% ARMSTRONG ADVISORY GROUP, INC 3Y 7.97% Gould Capital, LLC 3Y 7.8% Mirabaud & Cie SA 7.1% SNS Financial Group, LLC 3Y 7Y 6.14%
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